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Synergy Asset Management’s Global X NASDAQ-100 Covered Call ETF QYLD Stock Holding History

Synergy Asset Management’s Portfolio QYLD Stock Details QYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.68M Buy
+97,888
New +$1.72M 0.18% 84
2025
Q1 		– Sell
-500
Closed -$9.02K – 667
2024
Q4 		$9.02K Buy
+500
New +$9.13K ﹤0.01% 486

Other funds holding QYLD

GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Synergy Asset Management's QYLD Position: Q1 2026 in Review

Synergy Asset Management opened a new position in Global X NASDAQ-100 Covered Call ETF (QYLD) in Q1 2026: 97,888 shares worth $1.68M. The stake represents 0.18% of the portfolio and ranks #84 among its holdings. This is a return to the name: Synergy Asset Management previously reported a position in QYLD as recently as Q4 2024.

Synergy Asset Management first reported a position in QYLD in Q4 2024 and has held it in 2 quarters since. 433 funds tracked by Wall St. Rank hold QYLD as of Q1 2026.

  • Synergy Asset Management held 97,888 shares of Global X NASDAQ-100 Covered Call ETF worth $1.68M as of Q1 2026.
  • Global X NASDAQ-100 Covered Call ETF was a new Synergy Asset Management position in Q1 2026.
  • Global X NASDAQ-100 Covered Call ETF made up 0.18% of Synergy Asset Management's portfolio in Q1 2026, its #84 holding.
  • Synergy Asset Management first reported a position in Global X NASDAQ-100 Covered Call ETF in Q4 2024 and has held it in 2 quarters since.
  • 433 funds tracked by Wall St. Rank held Global X NASDAQ-100 Covered Call ETF as of Q1 2026.

Based on Synergy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.